EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 90 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,240 | -6.6% | 3,026 | 0.0% | 0.00% | – |
| Q2 2023 | $24,874 | -8.2% | 3,026 | -11.2% | 0.00% | – |
| Q1 2023 | $27,102 | -16.1% | 3,409 | -20.9% | 0.00% | – |
| Q4 2022 | $32,318 | -41.2% | 4,309 | -35.0% | 0.00% | – |
| Q3 2022 | $55,000 | +83.3% | 6,625 | +84.1% | 0.00% | – |
| Q2 2022 | $30,000 | -16.7% | 3,599 | 0.0% | 0.00% | – |
| Q1 2022 | $36,000 | +24.1% | 3,599 | +33.3% | 0.00% | – |
| Q4 2021 | $29,000 | +16.0% | 2,699 | +16.5% | 0.00% | – |
| Q3 2021 | $25,000 | -7.4% | 2,316 | 0.0% | 0.00% | – |
| Q2 2021 | $27,000 | +8.0% | 2,316 | 0.0% | 0.00% | – |
| Q1 2021 | $25,000 | +4.2% | 2,316 | 0.0% | 0.00% | – |
| Q4 2020 | $24,000 | -22.6% | 2,316 | -28.2% | 0.00% | – |
| Q3 2020 | $31,000 | +40.9% | 3,227 | +39.3% | 0.00% | – |
| Q2 2020 | $22,000 | +15.8% | 2,316 | 0.0% | 0.00% | – |
| Q1 2020 | $19,000 | -13.6% | 2,316 | 0.0% | 0.00% | – |
| Q4 2019 | $22,000 | +4.8% | 2,316 | 0.0% | 0.00% | – |
| Q3 2019 | $21,000 | -4.5% | 2,316 | 0.0% | 0.00% | – |
| Q2 2019 | $22,000 | -56.0% | 2,316 | -58.4% | 0.00% | -100.0% |
| Q4 2016 | $50,000 | +51.5% | 5,567 | +64.4% | 0.00% | – |
| Q2 2016 | $33,000 | – | 3,387 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Alternatives, Inc | 355,981 | $2,733,931 | 2.53% |
| Shaker Financial Services, LLC | 186,572 | $1,432,873 | 0.67% |
| Semus Wealth Partners LLC | 63,310 | $486,221 | 0.45% |
| Pointe Capital Management LLC | 67,410 | $517,708 | 0.38% |
| ELCO Management Co., LLC | 38,449 | $295,288 | 0.21% |
| PRIMORIS WEALTH ADVISORS, LLC | 22,102 | $169,744 | 0.20% |
| Successful Portfolios LLC | 27,572 | $211,753 | 0.19% |
| Garden State Investment Advisory Services LLC | 50,181 | $385,394 | 0.18% |
| Global Assets Advisory, LLC | 20,000 | $153,600 | 0.14% |
| Cornerstone Advisors, LLC | 357,079 | $2,742,367 | 0.13% |